Cynthia B.

Cynthia B. has extensive experience in client services and administrative support within the financial services industry. Currently serving as a Client Services Specialist at Connecticut Wealth Management, LLC since September 2020, Cynthia B. provides independent and objective fee-based financial planning and investment advisory services. Prior to this role, Cynthia B. held the position of Chief Administrative Assistant at New England Capital Planners, Inc. from February 2015 to August 2020, and worked as an Administrative Assistant at Coursey Financial Group T from August 2009 to February 2015.